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Canterbury Portfolio Thermostat I CAPTX

Quantitative rating as of
  • NAV / 1-Day Return 10.16  /  0.68 %
  • Total Assets 28.8 Mil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 2.400%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.00
  • Turnover 234%

Morningstar’s Analysis CAPTX

Will CAPTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling People rating and a subpar Parent Pillar limit Canterbury Portfolio Thermostat I to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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